Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,735 | $147,556-80.5% | $129,031-77.7% | $198,609-85.5% |
| Participation rate | 87.5% | 77.2%+10.3pp | 73.4%+14.1pp | 82.4%+5.1pp |
| Annual return | 23.71% | 37.41%-13.7pp | 34.67%-11.0pp | 202.70%-179.0pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,027 | $5,760+56.7% | $5,217+73.0% | $6,977+29.4% |
| Admin fee / account holder | $3,139 | $15,467-79.7% | $13,208-76.2% | $19,030-83.5% |